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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,724 | $184,014+48.8% | $161,149+69.9% | $138,895+97.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 17.56% | 21.52%-4.0pp | 21.16%-3.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,428 | $5,055-71.7% | $4,360-67.2% | $4,194-65.9% |
| Participant deferral / active EE | $10,829 | $6,909+56.7% | $6,153+76.0% | $6,396+69.3% |
| Admin fee / account holder | $7,816 | $18,027-56.6% | $15,194-48.6% | $12,562-37.8% |